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CFS TaxTools Review

CFS TaxTools
Our score: 6.8 User satisfaction: N/A
Logo of CFS TaxTools

What is CFS TaxTools?

CFS TaxTools is the flagship product of CFS Software, Inc. designed to help accounting professionals optimize their tax calculations for businesses — from organizing an indefinite amount of clients and preparators to importing data in print forms. Best of all, CFS TaxTools has a straightforward, intuitive design that aids users in swiftly preparing tax returns with ease, and a flexible pricing scheme that makes it suitable for users from all market tiers.

Aside from efficiently collating all necessary data for tax preparation, the printed output is presented in an organized and professional manner, thus helping users clearly illustrate their client’s tax calculations and boost their confidence on their returns. Using it, you will always be in absolute control of the financial health of your business.

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Overview of CFS TaxTools Benefits

CFS TaxTools allows accounting professionals to get access to a specialized program that features a breadth of worksheets, financial calculators, and worksheets for a low price, helping it stand apart from other solutions.

CFS TaxTools also values presentation in submitting tax returns to clients as it outputs worksheets in a presentable manner alongside the users’ firm names. Client information is also intuitively mapped directly onto forms, and this can be submitted in a PDF format to mail them. Forms placed in the PDF file appear exactly as they do in the software to ensure a well-designed presentation. CFS TaxTools can also generate an invoice when billing clients, thus eliminating additional work for users so they can allocate their time and effort on other endeavors.

Determining one’s filing status can be difficult, and CFS TaxTools eases this burden to help one determine the right filing status by answering a series of questions, and these are updated regularly whenever the tax laws change. For looking into the long-term, CFS TaxTools enables users to project tax calculations up to five years or five different scenarios including child tax, dependent care credits, and EIC.

For safekeeping and for a paperless workplace, CFS conveniently helps users store and retrieve client information on any storage device.

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Overview of CFS TaxTools Features

  • Vast catalogue of federal and state tax forms
  • Flowcharts to understand filing status
  • Financial calculators
  • Directly map client information on forms
  • Present tax returns with an invoice
  • Print worksheets with client’s name and user’s firm name
  • Database for clients and preparers
  • Easy data backup on any storage device
  • Email forms in PDF format
  • Import clients in multiple formats
  • Project tax calculations up to five years

CFS TaxTools Position In Our Categories

Since companies have distinctive business wants, it is only sensible they steer clear of preferring a one-size-fits-all, ”best” software system. Nevertheless, it would be hard to find such application even among branded software solutions. The right step to undertake is to narrow down the various chief functions which merit research like important features, costing, skill competence of staff, company size, etc. Next, you must perform your product research through and through. Go over some of these CFS TaxTools evaluations and look over each of the software products in your shortlist in detail. Such comprehensive research guarantees you steer clear of unfit applications and choose the system that has all the features your business requires to be successful.

Position of CFS TaxTools in our main categories:

TOP 50

CFS TaxTools is one of the top 50 Tax Software products

If you are interested in CFS TaxTools it may also be a good idea to investigate other subcategories of Tax Software listed in our database of B2B software reviews.

Every enterprise has its own characteristics, and might need a specific Tax Software solution that will be adjusted to their company size, type of clients and staff and even particular niche they support. You should not count on locating an ideal software that is going to be suitable for each company no matter what their history is. It may be a good idea to read a few CFS TaxTools Tax Software reviews first and even then you should keep in mind what the service is supposed to do for your company and your workers. Do you need an easy and intuitive solution with just elementary functions? Will you actually use the complex tools required by experts and large enterprises? Are there any particular tools that are especially beneficial for the industry you operate in? If you ask yourself these questions it will be much easier to locate a solid solution that will fit your budget.

How Much Does CFS TaxTools Cost?

CFS TaxTools Pricing Plans:

Free Trial

TaxTool

$199

TaxTools Renewal

$179

TaxTools plus Network Upgrade

$374

TaxTools Network Upgrade Only

$175

TaxTools Renewal plus Network Upgrade

$354

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What are CFS TaxTools pricing details?

CFS TaxTools Pricing Plans:

Free Trial

TaxTool

$199

TaxTools Renewal

$179

TaxTools plus Network Upgrade

$374

TaxTools Network Upgrade Only

$175

TaxTools Renewal plus Network Upgrade

$354

CFS TaxTools is available to first-time users for $199, and renewing the license annually is possible at a discounted price of $179. One CFS TaxTools license is usable by multiple computers in one location under the same company name.

For companies operating in multiple locations, the vendor requires purchasing a program license for each area. Good news is that the company offers a multi-program discount.

Similarly, getting CFS TaxTools alongside a network update, which costs $374, allows users to utilize the software on multiple computers on a single LAN or Wan, and those running it on multiple locations can avail the network licenses at a discounted price. For those who already own the single user version, the TaxTools network upgrade costs $175. Meanwhile, renewing CFS TaxTools and its network upgrade costs $354.

Below are all the enterprise pricing details for CFS TaxTools:

  • TaxTool: $199
  • TaxTools Renewal: $179
  • TaxTools plus Network Upgrade: $374
  • TaxTools Network Upgrade Only: $175
  • TaxTools Renewal plus Network Upgrade: $354

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to purchase a Tax Software it’s important not only to see how experts rank it in their reviews, but also to discover whether the actual clients and businesses that use it are indeed happy with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and CFS TaxTools reviews across a vast range of social media sites. The data is then featured in a simple to understand format showing how many customers had positive and negative experience with CFS TaxTools. With that information at your disposal you will be equipped to make an informed business choice that you won’t regret.

Technical details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • One-time payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for CFS TaxTools?

No information available.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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